Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 IMCV 1000.00%
3 ILCV 1000.00%
4 JKF 1000.00%
5 IYY 1000.00%
6 IYM 1000.00%
7 GLOF 1000.00%
8 JKI 1000.00%
9 IWV 1000.00%
10 IWS 1000.00%
11 IWR 1000.00%
12 IWD 1000.00%
13 JKD 1000.00%
14 IWB 1000.00%
15 IVW 1000.00%
16 IVV 1000.00%
17 IVE 1000.00%
18 IUSV 1000.00%
19 IUSG 1000.00%
20 JKG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.60M (13.61%) -692.20K
Decreased by -3.36%
Sep 30, 23
2 BlackRock Inc 15.74M (10.39%) -639.51K
Decreased by -4.06%
Sep 30, 23
3 State Street Corporation 7.73M (5.11%) -426.05K
Decreased by -5.51%
Sep 30, 23
4 FMR Inc 6.51M (4.30%) -1.42M
Decreased by -21.79%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 4.55M (3.01%) -65.16K
Decreased by -1.43%
Sep 30, 23
6 Royal London Asset Management Ltd 3.75M (2.47%) 12.21K
Increased by +0.33%
Sep 30, 23
7 Geode Capital Management, LLC 3.67M (2.43%) 32.91K
Increased by +0.90%
Sep 30, 23
8 Amvescap Plc. 3.17M (2.09%) 481.88K
Increased by +15.22%
Sep 30, 23
9 Capital Research Global Investors 2.77M (1.83%) 1.01K
Increased by +0.04%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 2.61M (1.73%) 19.83K
Increased by +0.76%
Sep 30, 23
11 Pacer Advisors, INC. 2.32M (1.53%) 143.30K
Increased by +6.18%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 2.31M (1.53%) -4.72K
Decreased by -0.20%
Sep 30, 23
13 First Trust Advisors L.P. 2.16M (1.43%) 87.65K
Increased by +4.06%
Sep 30, 23
14 Northern Trust Corp 2.02M (1.34%) 122.51K
Increased by +6.05%
Sep 30, 23
15 Ameriprise Financial Inc 2.01M (1.33%) 1.26M
Increased by +62.32%
Sep 30, 23
16 Goldman Sachs Group Inc 1.87M (1.24%) 382.74K
Increased by +20.45%
Sep 30, 23
17 Thrivent Financial For Lutherans 1.75M (1.16%) -27.58K
Decreased by -1.58%
Sep 30, 23
18 Legal & General Group PLC 1.64M (1.08%) -74.79K
Decreased by -4.55%
Sep 30, 23
19 LSV Asset Management 1.50M (0.99%) -68.17K
Decreased by -4.53%
Sep 30, 23
20 AQR Capital Management LLC 1.38M (0.91%) -114.08K
Decreased by -8.25%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.93M (3.26%) 6.07K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.80M (2.51%) 38.75K
Increased by +1.02%
Nov 30, 23
3 American Funds Growth Fund of Amer A 2.73M (1.81%) -9.16K
Decreased by -0.34%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 2.73M (1.81%) -9.16K
Decreased by -0.34%
Sep 30, 23
5 Fidelity® Contrafund® 2.09M (1.38%) 36.22K
Increased by +1.73%
Nov 30, 23
6 Vanguard Small Cap Index 2.04M (1.35%) 8.85K
Increased by +0.43%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 1.87M (1.24%) -13.14K
Decreased by -0.70%
Dec 31, 23
8 Pacer US Cash Cows 100 ETF 1.86M (1.23%) 7.36K
Increased by +0.40%
Dec 29, 23
9 Fidelity® 500 Index 1.81M (1.20%) 11.55K
Increased by +0.64%
Nov 30, 23
10 Vanguard Mid Cap Index Institutional 1.79M (1.18%) 1.00K
Increased by +0.06%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.51M (1.00%) 900.00
Increased by +0.06%
Dec 29, 23
12 First Trust Rising Dividend Achiev ETF 1.46M (0.96%) 2.04K
Increased by +0.14%
Dec 28, 23
13 Vanguard Small Cap Value Index Inv 1.42M (0.94%) 4.08K
Increased by +0.29%
Nov 30, 23
14 DFA US Large Cap Value I 1.25M (0.83%) -1.51K
Decreased by -0.12%
Nov 30, 23
15 iShares MSCI USA Quality Factor ETF 1.09M (0.72%) 406.00
Increased by +0.04%
Nov 29, 23
16 Vanguard Institutional Index I 1.04M (0.68%) -3.49K
Decreased by -0.34%
Nov 30, 23
17 Thrivent Mid Cap Stock A 1.01M (0.67%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Equity-Income Inv 921.57K (0.61%) 0.00
Increased by 0.00%
Sep 30, 23
19 Materials Select Sector SPDR® ETF 905.03K (0.60%) -53.51K
Decreased by -5.91%
Nov 30, 23
20 Vanguard Dividend Appreciation ETF 897.50K (0.59%) 6.29K
Increased by +0.70%
Nov 30, 23